“…there are many downside risks.”
Author: therealheisenberg
‘April Is Booming’ And Nomura’s Charlie McElligott Is ‘Excited’
…especially about the “particulars”.
‘Tariff Man’ Strikes Again – World Incredulous
“Totally unjustified” and “greatly exaggerated.”
Without Further Ado, Wall Street Weighs In On MMT, Unlikely Pop Culture Phenomenon
There’s good news and bad news. Which do you want first?
Ray Dalio Now Expected To Endure On-Air Abuse From Famous Nobody Joe Kernen
“I honestly don’t understand what it is we’re arguing about”.
‘It’s Intimidation’: Stephen Miller, Now Immigration Czar, Is Calling Random People At DHS, Justice And State
“Anytime you get a call like this from the White House it’s intimidation.”
Meanwhile, In Turkey…
“There is stealing from the boxes.”
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Kirstjen Nielsen Will Catch You Folks On The Rebound
“…engineered and directed by top Trump adviser Stephen Miller.”
Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver
“He has every right”…
‘Never’ Is When Democrats Will Get Trump’s Tax Returns, Mick Mulvaney Hopes (Against Hope)
“As a lawyer, this is a pretty easy question to litigate.”
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
Why One Bank Thinks Investors Should ‘Fight The FOMO’
Bind yourself to the mast and resist the sirens.
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Trade-Offs.
“No one should be surprised.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’
“I lift my lamp beside the golden door!” — no more.
Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE
“… you would see a rocket ship.”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’
“I would think within the next four weeks, or maybe less, maybe more, whatever…”
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason
“We’re gonna give ’em a one-year warning”…
‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!
A clickbait godsend for the financial media.
Meanwhile, In Italy…
Ciao bella.
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